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intelliflo personal finance portal

Willingness to recommend

3.43/5

Integrations

3.29/5

Value for money

3.51/5

Service

3.14/5
Based on 204 reviews

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About the provider

The intelliflo personal finance portal gives you and your clients a secure shared resource where you can communicate any time, from any device, while offering your clients a bird’s eye view of their financial information and the value you’re adding.

The personal finance portal – an extension of intelliflo office – also helps firms to comply with regulatory imperatives around data security and secure messaging. Providing a secure portal, such as the personal finance portal, lets firms evidence compliance in-line with the stipulations of GDPR and MiFID II.

Within the advice process, the personal finance portal enables advice firms to provide a modern proposition to their clients. Fact finds, financial goals and personal data can be accessed, and other facets such as Open Banking, virtual meetings, document signing and sharing and a customisable white labelled interface help to provide an all-round advice experience.

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Ownership:

Invesco. intelliflo remains independent in operations to Invesco.

AUM:

$1 trillion+ (intelliflo)

NextWealth analysis

The intelliflo personal finance portal came top in our recent survey for the most-used client portal with 35% of financial planners citing it as their solution. This tallies with the popularity of intelliflo's back office solution with which this is an easy integration coming from the same software house. As with intelligent office, usage is higher amongst firms with 6 or fewer planners (44% of whom use the intelliflo personal finance portal), compared with 23% of larger firms with more than 20 staff. Reviews of client portals have not been particularly positive in general, however the intelliflo personal finance portal scores more highly than its competitors.

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Integrations

Based on 204 reviews
3.29/5

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Integrates One Way

Integrates Both Ways

Back Office Systems
Cash Management
Cashflow Modelling
Other
Platform
Research
Risk profiling and suitability

intelliflo office (intelliflo)

No integrations available for Cash Management

No integrations available for Cashflow Modelling

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No integrations available for Research

No integrations available for Risk profiling and suitability

Reviews

Willingness to recommend
Integrations
Value for money
Service
Things could be improved
Anonymous May 2022

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Willingness to recommend
Integrations
Value for money
Service
"Time consuming with no major added value
Anonymous May 2022
Willingness to recommend
Integrations
Value for money
Service
Often valuations not showing properly. Unable to roll out to individual segments of clients using MI reporting - which creates a significant amount of work.
Anonymous May 2022

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